Order Assistant

Assists in submitting an order over the phone.

Introduction

The Order Assistant app is a comprehensive tool designed to streamline and automate the ordering process for your customers. This app allows you to create an interactive ordering system, providing an efficient way to manage order placements, confirmations, and updates. The Order Assistant integrates seamlessly with your communication channels to deliver a smooth and hassle-free customer experience.

Getting Started

Channel Requirements

• Phone The Order Assistant takes on incoming order via phone.

Installation Process

The bot requires no extra information to get started.

Using the Order Assistant App

App Settings

To adjust the settings for the Order Assistant:

1

Set up your automated flow

Ask essential questions to your customer which you can convert to a Note or Email.

2

Assigning nodes

It's essential to assign nodes to variables that you can include in your notes or emails. This allows you to capture specific details throughout the order process and ensure that important information is accurately communicated to customers.

You can assign a node to a variable via the Assign To input field.

3

Send node configuration

Setting up your Send node using the following settings as an example:

Node	Variable (example)	Details
Ask: name	/name	Asking the customers name
Ask: date	/birthday	Asking the customers date of birth
Ask: phone	/phone	Asking the customers phone number
Send: note/email		Put all your variables into your send node

When using the example above, you should have something like this:

If you want to know more about variables and how to set them up, please take a look at Variables.

Roles

The following roles can be assigned to manage the Flows for the Order Assistant.

• Agent

• Operator

• Producer

• Content Manager

App Workflow

The Order Assistant app follows a structured workflow:

Customers place an order via a supported communication channel, interacting with a predefined order menu or options. An order confirmation is sent to the company through the chosen notification channel such as Notes or Email.

FAQ

Can I customize the order menu for different products or services?

Yes, the Flowdesigner allows you to set up custom context and-or content to fit your business needs.

Is it possible to notify customers about the order process?

Yes, you can set up a flow to make a summary for the customer in the Flowdesigner.

Languages

The app will determine the language of the user based on their phone number. The app falls back on the default language of the app in case the language cannot be determined (e.g. French or Dutch in Belgium).

It's possible to add an "Ask: Language" node to allow users to switch to their preferred language.

Opening hours

The office hours have no effect on this app.

Resources

• Phone

• Notes

• Inbox